Item: QuickBooks Desktop Pro
Rating: 8
Author: Heather Pellegrini

Use Cases and Deployment Scope

Quickbooks Pro is used to keep track of all financial transactions from the checkbook to bills and invoices. By using Quickbooks pro we were able to streamline our bill paying process and keep more accurate records. By allowing us to invoice directly through QuickBooks we keep better records of our accounts receivable. Even our least technical user has no problem navigating in QuickBooks.

Pros and Cons

Invoice templates make setting up invoicing a breeze
Categorizing transactions so they are billed to the right departments or cost centers
Layout is extremely easy to navigate for even the least tech-savvy user
Reporting functions have great flexibiltily to create custom reports as well as already having the basic reports built in
Sharing with the accountant couldn't be any easier!

Depending on the financial institution used connecting to automatically download transaction is tricky
Renaming rules in the online version is not user-friendly and defaults on its own lumping most transactions together (IE: everything that comes in as a check # becomes renamed to the last vendor a check was written to & recorded)
Desktop version is much more user friendly in general than the online version

Return on Investment

By entering our bills as they arrive we get reminders when payment dates are coming due as well as making it easy to track where the money is going
Invoicing has made tracking money owed to us easy and cut down on having to call people looking for money owee to us.
Quickbooks built-in templates for invoicing & quotes we have been able to have a more professional look to present to customers

Alternatives Considered

We selected Quickbooks pro based solely on the recommendation of our accountant. We have recently looked into other options like Mint & Freshbooks but decided to remain with Quickbooks as it offers everything we need and when Quickbooks makes updates to their programs they are usually glitch free and of great use to the consumer

Other Software Used

FormAssembly, Google Drive, Microsoft Office 365

Likelihood to Recommend

The desktop version of QuickBooks pro has been a lifesaver for our business. We easily can track all transactions, bills, and invoices and keep up with account receivables & payables. We love being able to track costs per job as well as by type of expenditure. Reports make it easy to analyze any aspect of our business. Our accountants' job has become so much easier since we switched to Quickbooks allowing us to complete our taxes in a timely manner each year.

QuickBooks Pro for even your least Tech Savvy business owner!

Overall Satisfaction with QuickBooks Pro